Filed April 16, 2026
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS DBA B Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $58,964 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,338 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,502 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,882 | $73,102+39.4% | $123,544-17.5% | $56,287+81.0% |
| Participation rate | 84.3% | 74.3%+10.0pp | 82.3%+2.0pp | 69.9%+14.4pp |
| Annual return | -4.48% | 3.01%-7.5pp | 119.20%-123.7pp | -9.96%+5.5pp |
| Employer contribution / active EE | $2,205 | $2,977-25.9% | $4,628-52.3% | $2,111+4.5% |
| Participant deferral / active EE | $6,962 | $5,423+28.4% | $6,426+8.4% | $3,350+107.8% |
| Admin fee / account holder | $228 | $554-58.8% | $9,284-97.5% | $521-56.2% |